Contractor field guide

How to build a Florida HOA direct-mail territory.

A useful prospect list starts with the work you can deliver and the locations you can reliably serve.

1. Define the territory you can service

Choose counties based on your crew locations and travel limits. The county filter describes association geography. City and ZIP refer to the board member's mailing address, so confirm the community's service location separately.

2. Choose a community segment

Separate association types and estimated unit ranges when they imply different research or quoting needs. For example, compare 50–200 estimated units with larger communities. Units do not reveal acreage, roof area, building condition, or available budget.

3. Review the preview and fields

Check the snapshot date, row count, roles, and association context. Download the synthetic sample to test your import workflow. One person can appear for several associations; decide whether your mailing workflow needs one letter per person, address, or association.

4. Check addresses and contact rules

Purchased rows contain available recorded mailing addresses, not a deliverability guarantee. Review your use against the Terms and applicable outreach requirements; use your own address validation and suppression process before sending mail.

5. Measure a small first campaign

Use a dedicated reply URL or code for each segment and record printing, postage, responses, qualified opportunities, and won work. Expand only after you can see which segment produces useful responses.

Start with one service territory.

Preview the current dataset before choosing a list.

Build a list

Next: segment associations by estimated community size →